TrinityPoint Wealth, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
TrinityPoint Wealth, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,480,322
-10.1%
42,307
-6.5%
0.30%
-8.1%
Q2 2023$1,647,230
+0.9%
45,266
+3.6%
0.32%
-8.3%
Q1 2023$1,633,181
+8.4%
43,703
+0.3%
0.35%
+2.0%
Q4 2022$1,506,740
-56.1%
43,560
-60.0%
0.34%
-56.3%
Q3 2022$3,435,000
-14.7%
108,933
-7.2%
0.78%
-11.8%
Q2 2022$4,026,000
-6.9%
117,354
-0.1%
0.89%
+13.7%
Q1 2022$4,325,000
+1.7%
117,426
-3.9%
0.78%
+3.7%
Q4 2021$4,254,000
-20.4%
122,198
-23.6%
0.76%
-26.1%
Q3 2021$5,341,000
-2.0%
159,877
-1.1%
1.02%
-8.3%
Q2 2021$5,452,000161,7271.12%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders